SORT, SEARCH, or PRIORITIZE Tasks

SOLVE
Highlighted
Occasional Contributor

Help me SORT, SEARCH, or PRIORITIZE Tasks. 

It'd be valuable to be able to search my tasks by

   *  Task [text] titles 

   *  Priority Levels - sometimes 10 tasks/day out of 50 are CRITICAL and if time

                                   is tight, I want to find them fast. 

    *  Time + Date 

    *  Company name

    *  Contact Name

 

I  will often have about 200 tasks/day,  and I need to be able to prioritize them with STARS or with searchable, or find them more simply (by contact, company, date/time, any text in my description, etc).   Sometimes 10 of them are CRITICAL and TIME is of the essence, and I don't want to lose them in the shuffle. 

 

Anyone else see the value of being able to easily pull this kind of info?  

1 Accepted solution

Accepted Solutions
Highlighted
Community Superstar

Hope this thread about searching tasks (with examples) helps. If so, please mark as solved.

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context -- see Marketing Hub Enterprise 2020.

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

Reply
0 Upvotes
5 Replies 5
Highlighted
Community Superstar

Hope this thread about searching tasks (with examples) helps. If so, please mark as solved.

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context -- see Marketing Hub Enterprise 2020.

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

Reply
0 Upvotes
Highlighted
New Contributor

Simply,

we need the possibility to assign a priority level (i.e. 1 to 10) inside a queue.

 

I'm reading a lot of requests like that on the community. 

 

Thank you,

Philippe

 

 

Highlighted
Occasional Contributor

Yes, thank you. 

Reply
0 Upvotes
Highlighted
New Contributor

Even if the tasks just showed what stage of my pipeline the deal they are associated to were in I could prioritize based on where they are in the pipeline. 

Highlighted
Occasional Contributor

We should be able to drag and drop the tasks up and down to prioritize in the same way we can move them right to left to change stage